Kyle Sigfusson
Calgary
Summary
Hard-working and well-spoked individual with a natural aptitude for problem solving combined with highly proficient skills in mathematics. Driven by a strong willingness to learn and a passion for data, I am looking for a role as a financial analyst.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Portfolio Administrator
Guardian Capital Partners
Calgary, Alberta
08.2023 - Current
- Participated in client meetings as a subject matter expert on portfolio administration topics, enhancing customer trust in our team''s expertise.
- Evaluated existing portfolio management processes to identify areas for improvement and implement changes that increased overall efficiency.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
- Resolved complex client inquiries regarding account transactions or holdings promptly and professionally, maintaining high levels of customer satisfaction.
- Participated in internal committees focused on improving firm-wide policies, leading discussions on best practices in portfolio management.
- Streamlined processes to a point where I was able to manage the workload that was once done by two people on my own.
Assistant Manager
Sherwin Williams Co
Calgary, AB
06.2022 - 08.2023
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Managed inventory levels to minimize stockouts while reducing overhead costs.
- Regularly made cold calls in order to maintain growth and meet budgetary goals.
Manager
Saint Mary's University Student Association
Halifax, NS
01.2019 - 05.2022
- Managed and motivated employees to be productive and engaged in work.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Cleaned and maintained vehicles
Line Cook
Earls Restaurant & Bar
Calgary, AB
05.2019 - 03.2021
- Prepared multiple orders simultaneously during peak periods in an efficient manner.
- Collaborated with team members to maintain a clean and safe working environment.
- Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
Education
BBA - Double Major in Economics & Finance
Saint Mary's University
Halifax, NS06-2022
Skills
- Reconciliation
- Cash management
- Microsoft office
- Data analytics
- Excellent ability to grasp new concepts quickly
- Problem-solving abilities
- Adaptability and flexibility
- Attention to detail
- Decision-making
- Interpersonal skills
Accomplishments
- Cleaned and organized data on a large scale in order to make several features of our CRM functional.
- Streamlined and developed set processes for several different tasks in my administration role.
- Solved several issues with excel macros & formulas that PM's use to track portfolio performance & IPS adherence.
Languages
English
Native or Bilingual
Certification
- Canadian Securities Course (CSC) - Canadian Securities Institute
Timeline
Portfolio Administrator
Guardian Capital Partners
08.2023 - Current
Assistant Manager
Sherwin Williams Co
06.2022 - 08.2023
Line Cook
Earls Restaurant & Bar
05.2019 - 03.2021
Manager
Saint Mary's University Student Association
01.2019 - 05.2022
BBA - Double Major in Economics & Finance
Saint Mary's University